financial services rep

UT Southwestern Medical Center

WHY UT SOUTHWESTERN?
 With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report , we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career!
 
BENEFITS
 UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:
 PPO medical plan, available day one at no cost for full-time employee-only coverage
 100% coverage for preventive healthcare-no copay
 Paid Time Off, available day one
 Retirement Programs through the Teacher Retirement System of Texas (TRS)
 Paid Parental Leave Benefit
 Wellness programs
 Tuition Reimbursement
 Public Service Loan Forgiveness (PSLF) Qualified Employer
 Learn more about these and other UTSW employee benefits!
 Work Schedule: Felxibility start time from 7am-9am thru 3:30pm-5pm. This is a remote position however, candidate must live in the Dallas Fort Worth metroplex due to occassional onsite meetings/trainings. This will be discussed more in the interview.
 
EXPERIENCE AND EDUCATION
 
Required
 Education
 High School Diploma and
 
Experience
 5 years hospital or medical billing experience.
 
Preferred
 Education
 Bachelor's Degree
 Experience
 Experienced collector for Traditional Medicare with billing experience and EPIC knowledge a plus.
 Knowledge of the Medicare DDE system and able to navigate within that system.
 Experience correcting claims returned from the provider directly in the DDE system.
 
JOB DUTIES
 Analyze payer underpayments, variances, and denials. Escalate trends, make comprehensive suggestions, and file professional appeals according to our contractual agreements and UT Southwestern policy. This includes timely processing of allocated volume of accounts, based on established production guidelines and time parameters provided for workflow.
 Responsible for outbound calls and/or status inquiries via payer's website validating receipt of medical claims and adjudication status within established timeframes. Display competent ability to access, navigate, and manage account information through phone calls and payer websites. Documents all work and calls performed, in accordance to policy. This includes complete contact information, good grammar, and expected outcomes.
 Display competency and ability to work within client based, research, and UTSW special arrangements. This includes, but is not limited to: calculating the physician and hospital share and working with MSP to transfer the physician's share to that department, working with other departments at UTSW to properly invoice clients and bill claims for proper adjudication per our agreements.
 Be knowledgeable on all payer types and effectively work on special projects for specific initiatives for account resolution projects. Demonstrate confidence and sound decision making for processing through large volumes of denials, complex accounts, or contractual reviews, as identified from strategic leadership requirements.
 Make necessary adjustments as required by plan reimbursement.
 Function as a departmental liaison for billing and collections support for internal and external customers, as required.
 Utilize systems tools and department resources to achieve production and quality targets for resolution of patient accounts.
 Investigates and responds to questions or requests for additional information in a timely and professional manner to ensure proper, timely and accurate payment of patient accounts.
 Maintains passing QA Scores
 Attends in-services, classes and meetings related to all operations to the PFS department. Understands reimbursement of all 3rd party payers.
 SECURITY AND EEO STATEMENT
 
Security
 This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.
 
EEO
 UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.

Patient Financial Services Rep II - Traditional Medicare Billing & Collections

World Finance

<div>World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek&rsquo;s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We&rsquo;re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you&rsquo;re the face of World Finance &ndash; empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15
What you&rsquo;ll do:<ul><li>
Guide customers toward upward credit mobility through good financial choices.</li><li>
Provide top-tier customer service, assisting customers with questions, concerns, and products.</li><li>
Process and prepare loan applications.</li><li>
Take and process payments.</li><li>
Prepare loan documents and execute loan closing on current renewal loans.</li><li>
Balance assigned cash drawer daily.</li><li>
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.</li><li>
Maintain strong customer relationships and build community within your branch.</li><li>
Other duties include but are not limited to:<ul><li>
Call approved and unmade applications to close loans daily.</li><li>
Help build tax clientele and provide tax services.</li><li>
Send complete and accurate credit denial letters within 30 days from the date of application.</li><li>
Pay branch expenses as instructed by Branch Manager.</li></ul></li></ul>
Experience (and Requirements) that will WOW us!<ul><li>
Must be able to demonstrate self-confidence and organizational skills.</li><li>
A history of choosing kindness, showing compassion, and helping others.</li><li>
The willingness to seek quality-driven solutions and embrace new ideas.</li><li>
Absolute team player &ndash; pitching in when needed and accepting help, too.</li><li>
To perform this job successfully, an employee must have basic computer skills.</li><li>
A valid driver&rsquo;s license &amp; access to a dependable vehicle.</li><li><h3 class="jobSectionHeader">
Must possess a valid driver&rsquo;s license &amp; reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.</h3></li></ul>
Why World?<ul><li>
We hire from within: we want to see you grow and climb in this company.<ul><li>
Each year, we promote 80% of Financial Services Reps to management.</li><li>
75% of World&rsquo;s Operations Executives moved up from a similar role.</li></ul></li><li>
We pay you to give back: employees get paid volunteer hours each year.</li><li>
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.</li><li>
Paid holidays, vacation time, and a 401(k) plan (including company match).</li><li>
Be part of a team with clear values, strong community, and a sense of belonging.</li><li>
We&rsquo;ll get you home for dinner: your life outside of work is priority #1</li><li>
You&rsquo;ll make a positive impact on the lives of the customers you serve.</li></ul>
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually &ndash; turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:<ul><li>Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.</li><li>Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).</li><li>Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.</li><li>Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.</li><li>Occasional local travel; may include extended hours, evenings, or weekends.</li><li>Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.</li><li>Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.</li><li>Regular, reliable attendance and punctuality are essential.</li></ul> 
Disclaimers: 
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. 
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.</div>

Financial Services Representative

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3><div><div>
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We&rsquo;re Looking For<ul><li>
Customer service, phone, or financial services experience will prepare you for this role</li><li>
Banking, insurance, or financial experience is an excellent addition to your experience</li><li>
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>
Degree and/or other professional certifications are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul>
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring<ul><li>
Superb interpersonal skills and passion to engage with clients</li><li>
An aptitude to assess client needs and identify opportunities</li><li>
Remarkable attention to detail and ability to prioritize</li><li>
Organizational skills to manage multiple tasks</li><li>
Being coachable, collaborative, and curious are your &quot;go to&quot; attributes</li></ul>
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver<ul><li>
A key member of the team, you are offering support to Fidelity&rsquo;s most valuable clients daily</li><li>
By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>
Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul></div></div><div></div>
The base salary range for this position is $45,000 - $70,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 
 
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Customer Service</div>

Financial Representative - Lakewood, CO

The Farmers Bank

<div>Description: 
The Customer Care Rep Summer role allows employees to fully execute on The Farmers Bank brand purpose: To Care, Educate &amp; Serve to Inspire a better future for all. A Customer Care Rep Summer can service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a Customer Care Rep Summer is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Customer Care Rep Summer may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays.
Requirements: 
Job Responsibilities
1. Customer Service and Sales.
2. Educate customers on solutions that meet their needs, including new accounts, services, and digital
3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)
4. Engage customers by following up through onboarding or campaigns
5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed.
6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges
7. Open/Close Night Drop with dual control processes for various Night-Drop and mail.
8. Other Duties as Assigned. 
Competencies Required
1. Competency #1: Customer Relations<ul><li>The degree which customer service and professional rapport is demonstrated in the day-to-day business environment. Such as being polite and attentive, or focused on the needs of the customer.</li></ul>
2. Competency #2: Attitude<ul><li>The degree to which one is positive, constructive, and supportive toward customers, employees, and the company. The level of enthusiasm and commitment demonstrated in job performance.</li></ul>
3. Competency #3: Accountability<ul><li>The degree which one is answerable and responsible for actions and performance either individually or on a team</li></ul>
4. Competency #4: Teamwork &amp; Cooperation / Organization Relations<ul><li>The degree to which the employee works with peers and other internal departments to create a collaborative, cooperative, and productive working environment. The level of response to customer requests, both internally and externally. Anticipation and control of obstacles. The level of demonstrated team, sensitivity, support, and respect.</li></ul>
5. Competency #5: Attention to Detail<ul><li>The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.</li></ul>
6. Competency #6: Job Knowledge (Basic)<ul><li>The level of knowledge, skills and education required to perform job duties, and their application to job functions. Commitment to expanding knowledge, skills, and/or education.</li></ul>
7. Competency #7: Productivity<ul><li>The level of work output or efficiency as compared to a standard or compared to others. The ability to use time and resources well.</li></ul></div>

Customer Care Representative Summer

Greenleaf Financial Services

Job Summary Join our growing team as an Entry-Level Financial Services Representative &ndash; Remote. This role offers an opportunity to begin a career in financial services with structured training, ongoing support from experienced team members, and a clear path for professional development.In this position, you will work with individuals and families to help them better understand financial concepts and explore strategies designed to support long-term financial stability. You&rsquo;ll learn how to guide conversations, organize financial information, and provide education around topics such as budgeting, protection strategies, and future planning.This is an ideal opportunity for individuals looking to transition into a new career path, develop valuable communication and leadership skills, or build experience in a professional, client-focused environment. You will follow a step-by-step onboarding process and receive support as you grow into more advanced responsibilities over time.No prior experience is required. We provide structured training and a supportive team environment designed to help you build confidence, develop professionally, and succeed in the role.Key Responsibilities<ul><li>Connect with individuals and families to understand financial goals and needs</li><li>Provide educational guidance on financial concepts and available strategies</li><li>Follow up with prospective clients and maintain consistent communication</li><li>Assist with organizing financial information and documentation</li><li>Maintain accurate records of interactions and follow-up activities</li><li>Participate in training sessions and team development meetings</li><li>Collaborate with team members to support client experience and growth</li></ul>Qualifications<ul><li>Strong communication and interpersonal skills</li><li>Self-motivated with the ability to manage time effectively</li><li>Organized with attention to detail</li><li>Comfortable learning new systems and processes</li><li>Positive attitude and willingness to grow in a professional environment</li></ul>No prior experience required. Training is provided.Preferred (Not Required)<ul><li>Background in customer service, education, or sales</li><li>Experience with client communication or outreach</li><li>Bilingual or multilingual abilities</li></ul>Additional Information<ul><li>Flexible scheduling options available</li><li>Ongoing training and professional development provided</li><li>Advancement opportunities based on performance and leadership development</li><li>Must be willing to obtain any required state financial services license (guidance provided through the process)</li></ul>Pay: $68,331.00 - $78,876.00 per yearBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>On-the-job training</li><li>Referral program</li><li>Vision insurance</li><li>Work from home</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Customer service: 1 year (Preferred)</li></ul>License/Certification:<ul><li>Life Insurance License (Preferred)</li></ul>Work Location: Remote

Entry-Level Financial Services Representative – Remote

Carter Bank

SUMMARY: 
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
 
ESSENTIAL JOB FUNCTIONS: 
<ul>
<li>Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners</li>
<li>Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust</li>
<li>Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals</li>
<li>Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions</li>
<li>Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)</li>
<li>Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank’s business</li>
<li>Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services</li>
<li>Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise</li>
<li>Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers</li>
</ul>
JOB REQUIREMENTS: 
<ul>
<li>High school diploma or equivalence required, some college a plus</li>
<li>Successful customer service and /or sales experience required</li>
<li>Previous experience in a retail bank or related industry preferred</li>
<li>Prior cash handling experience preferred</li>
</ul>
KNOWLEDGE/SKILLS REQUIRED: 
<ul>
<li>Intermediate customer service skills</li>
<li>Intermediate verbal, written, and listening skills</li>
<li>Basic problem solving skills</li>
<li>Intermediate collaboration skills</li>
<li>Basic understanding of banking products and services</li>
<li>Intermediate adaptability skills</li>
<li>Basic prioritization skills</li>
<li>Basic proficiency with MS Office</li>
<li>Basic critical thinking skills</li>
</ul>
PHYSICAL AND MENTAL QUALIFICATIONS: 
<ul>
<li>Standing, walking, bending and stooping required</li>
<li>Must be able to sit at a desk for long periods of time and use a computer</li>
<li>Must be able to occasionally move or lift up to 25 pounds</li>
<li>May be asked to work supplemental hours periodically</li>
<li>Limited travel required occasionally during and after business hours</li>
</ul>
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
 NOT A CONTRACT

Financial Services Representative-Graves Mill

Financial Services Representative- 58 East

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